ICF International (NASDAQ:ICFI) Releases FY 2026 Earnings Guidance

ICF International (NASDAQ:ICFI) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 6.950-7.250 for the period, compared to the consensus estimate of 6.980. The company issued revenue guidance of $1.9 billion-$2.0 billion, compared to the consensus revenue estimate of $1.9 billion. ICF International also updated its Q1 2026 guidance to 1.550-1.55 EPS.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Truist Financial raised their target price on ICF International from $82.00 to $90.00 and gave the company a “hold” rating in a research note on Wednesday, January 14th. Barrington Research lowered their price objective on shares of ICF International from $107.00 to $102.00 and set an “outperform” rating for the company in a research report on Thursday, November 20th. Canaccord Genuity Group began coverage on shares of ICF International in a research report on Tuesday, December 2nd. They set a “buy” rating and a $115.00 target price on the stock. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of ICF International in a report on Monday, December 29th. Two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $102.33.

ICF International Stock Up 4.3%

Shares of NASDAQ:ICFI opened at $83.13 on Friday. The company has a 50 day moving average price of $87.29 and a two-hundred day moving average price of $88.66. The company has a debt-to-equity ratio of 0.45, a quick ratio of 1.41 and a current ratio of 1.41. The company has a market capitalization of $1.53 billion, a PE ratio of 16.83 and a beta of 0.43. ICF International has a 52 week low of $72.03 and a 52 week high of $101.71.

ICF International (NASDAQ:ICFI) last announced its quarterly earnings results on Thursday, February 26th. The business services provider reported $1.47 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.53 by ($0.06). The firm had revenue of $443.67 million during the quarter, compared to analyst estimates of $440.90 million. ICF International had a net margin of 4.89% and a return on equity of 12.52%. ICF International’s quarterly revenue was down 10.6% on a year-over-year basis. During the same period last year, the firm earned $1.87 EPS. ICF International has set its Q1 2026 guidance at 1.550-1.55 EPS and its FY 2026 guidance at 6.950-7.250 EPS. Analysts forecast that ICF International will post 7.44 earnings per share for the current year.

ICF International Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Friday, March 27th will be paid a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Friday, March 27th. ICF International’s dividend payout ratio is presently 11.34%.

ICF International News Summary

Here are the key news stories impacting ICF International this week:

• Positive Sentiment: Management set FY‑2026 EPS guidance of $6.95–7.25 and Q1 EPS of $1.55, and guided revenue roughly in line with Street expectations ($1.9–2.0B FY). Management described a return to growth for 2026, which reassures investors about the recovery trajectory. ICF Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Commercial and nonfederal revenue momentum — commercial/state & local/international clients made up ~57% of revenues and commercial energy revenue grew strongly; management is targeting >10% nonfederal revenue growth in 2026, supporting higher‑growth, higher‑margin mix. ICF targets over 10% nonfederal revenue growth in 2026
• Positive Sentiment: Quarterly dividend declared ($0.14/share), modest yield but signals cash return to shareholders and confidence in cash flow generation. ICF International Declares Quarterly Dividend Amid Strategic Shift
• Neutral Sentiment: Revenue print was mixed across reports — roughly $444M in Q4 (some outlets view as a slight beat vs. Street, others flag misses). Market reaction suggests investors are looking through the quarter to the forward guide and backlog. ICF Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: GAAP/non‑GAAP EPS dynamics: Q4 non‑GAAP EPS of $1.47 missed the Zacks consensus of $1.53 and is down vs. prior year; full‑year revenue declined ~10.6% YoY. The near‑term miss is a clear headwind for sentiment. ICF International (ICFI) Misses Q4 Earnings and Revenue Estimates
• Negative Sentiment: Underlying profitability and cash metrics showed pressure versus last year (operating profit and net income declined; some metrics like adjusted EBITDA held up but operating profit fell materially), which underscores near‑term execution risks. ICF International Releases Q4 2025 Earnings

Hedge Funds Weigh In On ICF International

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. EverSource Wealth Advisors LLC increased its holdings in ICF International by 2,121.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 422 shares of the business services provider’s stock worth $36,000 after purchasing an additional 403 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of ICF International by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 458,175 shares of the business services provider’s stock worth $39,089,000 after buying an additional 2,535 shares in the last quarter. Captrust Financial Advisors acquired a new stake in ICF International in the 2nd quarter valued at approximately $246,000. Jump Financial LLC lifted its stake in ICF International by 195.3% in the 4th quarter. Jump Financial LLC now owns 6,756 shares of the business services provider’s stock valued at $576,000 after acquiring an additional 4,468 shares in the last quarter. Finally, Third Avenue Management LLC boosted its position in ICF International by 12.4% during the 4th quarter. Third Avenue Management LLC now owns 52,864 shares of the business services provider’s stock worth $4,509,000 after acquiring an additional 5,840 shares during the last quarter. 94.12% of the stock is owned by institutional investors and hedge funds.

About ICF International

ICF International (NASDAQ: ICFI), commonly known as ICF, is a global consulting and digital services provider specializing in the intersection of strategy, technology, and policy. The firm delivers integrated services and solutions to government and commercial clients in areas such as energy and environment, health and social programs, transportation, infrastructure, technology, and marketing and communications. ICF’s offerings span strategic planning, data analytics, program evaluation, digital transformation, and implementation support.

Founded in 1969 and headquartered in Reston, Virginia, ICF has grown through both organic expansion and targeted acquisitions to broaden its capabilities and geographic reach.